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Note for Online Software Users:
While the early releases of the software appear to indicate that you can import ItsDeductible data from an account with a different UserID, that option is currently not working and may not be allowed this year.
Going forward, should you decide to continue to use ItsDeductible, I would encourage you to only record your ItsDeductible donations in an account that has the same UserID as your tax account.
Unfortunately, this is going to cause you extra manual entry work this year, putting your donations directly into the tax software, unless you want to wait a month or two to see if TTX developers or management decide to fix the foul-up.....no promises that they will.
(Desktop software users do not have this limitation)
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Transfer itsdeductible from another account
Note for Online Software Users:
While the early releases of the software appear to indicate that you can import ItsDeductible data from an account with a different UserID, that option is currently not working and may not be allowed this year.
Going forward, should you decide to continue to use ItsDeductible, I would encourage you to only record your ItsDeductible donations in an account that has the same UserID as your tax account.
Unfortunately, this is going to cause you extra manual entry work this year, putting your donations directly into the tax software, unless you want to wait a month or two to see if TTX developers or management decide to fix the foul-up.....no promises that they will.
(Desktop software users do not have this limitation)
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If you are sure you are going to use that online tax account in the future....You can try the following, but no guarantees.
1) First close your tax file...and close your browser.
2) restart the browser, and log into that "other" ItsDeductible account
3) Go up to the top of the screen to "Account Settings" and click on that.
4) then "try" to change your UserID so that it matches your tax account UserID.
Problem is that it most likely kick back at you and say that UserID is already taken..and won't allow it.
So you are stuck...entering your 2016 donations manually in the Tax software, and also deciding whether you want to start entering your 2017 donations in the new ItsDeductible account...or whether you just don't trust that TTX is going to keep that online software relevant and just start using a spreadsheet at home to record your donations and always enter them manually at tax time..
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Only the desktop software allows the import from any ItsDeductible UserID (for now, But Vista Windows OS's are having problems on Desktops too)
Seems like it is turning into an abandoned orphan.
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You have all our email addresses. You email us all the time telling us it's time to do our taxes. But you never send an email notifying us of these changes. Instead you let us do all this work, entering these items one by one, all this time, and then at tax season when we go to import it to our spouse's account it doesn't work. This is the worst customer service and portal.
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